Firm
Styra Wealth Management
Phoenix, Arizona
Fee-only
Styra Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $69,000 (assets it manages divided by its 5 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Arizona median of $4,800.
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | styrawealth.com |
| [email protected] | |
| Phone | (480) 808-3373 |
Styra Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"1% of the investments we manage, stepping down as those assets grow, with a $10,000 annual minimum." source
"1% of the investments we manage, stepping down as those assets grow, with a $10,000 annual minimum." source
"with a $10,000 annual minimum" source
"1% of the investments we manage, stepping down as those assets grow, with a $10,000 annual minimum." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 5 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 338008 |